See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,055 | $158,398+18.1% | $126,539+47.8% | $142,382+31.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.33% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,830 | $4,650-17.6% | $3,674+4.2% | $4,299-10.9% |
| Participant deferral / active EE | $10,326 | $4,767+116.6% | $4,083+152.9% | $6,507+58.7% |
| Admin fee / account holder | $1,054 | $6,918-84.8% | $6,065-82.6% | $12,624-91.7% |